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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
676
Benedict Financial Advisors
Georgia
$743K +$97.5K +1,200 +15%
LSPW
677
Lake Street Private Wealth
Illinois
$741K +$34.5K +425 +5%
MWM
678
Moulton Wealth Management
Washington
$739K +$733K +9,017 New
BFEC
679
Benjamin F. Edwards & Company
Missouri
$737K -$56.2K -692 -7%
AC
680
Annandale Capital
Texas
$732K -$215K -2,649 -23%
DWA
681
Dorsey Wright & Associates
California
$731K -$2.02M -24,860 -74%
HWM
682
HFG Wealth Management
Texas
$730K +$723K +8,900 New
MWA
683
Midland Wealth Advisors
Illinois
$728K +$721K +8,868 New
LA
684
Lifeworks Advisors
Michigan
$718K +$162K +1,989 +29%
AAMA
685
Advanced Asset Management Advisors
Ohio
$708K +$10.4K +128 +2%
OLA
686
Oliver Luxxe Assets
New Jersey
$701K +$84.5K +1,040 +14%
MCM
687
Mattern Capital Management
Colorado
$701K -$20.1K -247 -3%
SWM
688
Sugarloaf Wealth Management
Georgia
$697K -$619K -7,619 -47%
BHB
689
Bank Hapoalim BM
Israel
$695K – – –
PI
690
PFG Investments
New York
$695K -$91.5K -1,126 -12%
EAM
691
Empirical Asset Management
Massachusetts
$691K -$133K -1,635 -16%
OCM
692
Objective Capital Management
Ohio
$686K +$680K +8,367 New
WC
693
Waterloo Capital
Texas
$685K +$186K +2,286 +38%
FWP
694
Falcon Wealth Planning
California
$684K -$93.2K -1,147 -12%
RB
695
Renasant Bank
Mississippi
$682K -$2.03K -25 -0.3%
FIM
696
Freedom Investment Management
Connecticut
$678K -$254K -3,119 -27%
AWM
697
Aries Wealth Management
Maine
$678K -$4.47K -55 -0.7%
BL
698
BFSG LLC
California
$675K -$15K -185 -2%
PVI
699
Pine Valley Investments
New Jersey
$672K -$850K -10,460 -56%
PTC
700
Private Trust Company
Ohio
$671K +$72.8K +896 +12%
26 27
28
29 30